Corporate Orders

See how to fulfil a corporate order at the bottom of the page.

During the Christmas period we receive enquiries for corporate orders for client gifts. These enquiries often come in the form of an email, but sometimes a phone call.

Answering An Email Corporate Order Enquiry

If responding to an email enquiry a phone call must first be made to the potential client. See list below for questions to ask.

Taking A Phone Enquiry

Two options:

1. If you know about our products and are comfortable to talk about them and our process for handling corporate orders then follow the points below. 

2. If you are not comfortable taking the call then either put the phone call through to someone that does know about the process or ask the client to send us and email at [email protected] with a brief outline of their enquiry. 

Phone Call To Client

This call is used to introduce yourself and get an idea of what they are after for their order. Some questions to ask are:

- Who is the gift for?

- Did they have budget in mind?

- Did they have a particular product in mind?

- What quantity were they looking to purchase?

- Did they want any other inclusions like a gift card included?

- What time frames are the looking to work towards?

- Do they want to pick up or have the items delivered?

- What destinations are the items being sent to? Are they all individual or are some the same address, e.g. 1 business address for 4 peoples gifts?

Follow Up Email Once Spoken To Client

You can use the following template as a guide to confirm the conversation you had with the potential client:

​Hi Brad,

Thanks for the chat just then. Confirming a few things we spoke about:

- 20 - 25 of the Australian mix craft beer 6 pack with booklet ($30 each)

- inclusion of 2 x flat stubby holders - to be supplied by Data Signs

- inclusion of generic messaged card for each (standard size card - approximate size A5) - to be supplied by Data Signs

- dispatch each parcel to individual locations around Australia

Attached is the Excel template I mentioned for providing the address details for each recipient. Once I have this I can provide a complete price inclusive of freight ($9.99 for NSW / ACT and $14.99 for all other states).

These packs are in stock and ready for to go, they could be dispatched as early as next week if you like.

On 20-25 unit purchase I can load a 2.5% discount for you on the price of the packs.

Payment is possible by Visa / MasterCard / Amex or bank deposit. No surcharges on credit card payments.

Please let me know if you have any other questions and we can go from there.

Cheers,

PAYMENT OF CORPORATE ORDERS

Corporate orders that are paid via EFT and that have been processed through the website for invoice generation should be be paid into the following account (Beer Cartel online account).

Beer Cartel

06 2198 

1077 4610

Creating Corporate Orders in Bigcommerce

Creating a corporate order in BigCommerce is a quick and easy way to get paid. The process is simple and the same as creating a manual order in BigCommerce.

For Credit Card Payment

1. Go to Orders > Add

2. If they are an existing customer select Existing Customer otherwise select New Customer

3. Enter in their business details - if you don't know the address just enter in the address for Beer Cartel

4. Select products

5. Create custom shipping cost

6. In Order Comments add in any gift card requirements and note if shipping to multiple locations

7. Under Finalise select Create Draft Order

8. Send customer order to complete and pay

Note: you may need to charge shipping difference post purchase.

For Bank Payment

1. Go to Orders > Add

2. If they are an existing customer select Existing Customer otherwise select New Customer

3. Enter in their business details - if you don't know the address just enter in the address for Beer Cartel

4. Select products

5. Create custom shipping cost

6. In Order Comments add in any gift card requirements and note if shipping to multiple locations

Add in the following payment details:

**QUOTE**

Addresses supplied by customer.

2.5% bulk order discount applied

Miscellaneous Product is an Alcohol Free Mixed 6 Pack

**PAYMENT DETAILS**

Bank: CBA

Account Name: Beer Cartel Pty Ltd

BSB: 062198

Account No: 10774610

Please quote invoice number as your reference.

Please email [email protected] with remittance 

8. Under Finalise select Manual Payment and Email Invoice to customer

9. Charge order from Awaiting Fulfilment to Awaiting Payment 

10. Once paid change to Awaiting Fulfilment and fulfil the order

Entering Custom Pack Items for Corporate Orders.

If selling a custom made pack for corporate orders then use the PLU BC Custom Hamper/Pack when making the sales entry into RSA. Prior to entering the sale work out what the custom pack cost price is per unit and enter this in both the Cost Prices Single and Average Single in RSA (in the PLU BC Custom Hamper/Pack).

Then once entered zero out the stock count on the PLU. Also ensure that any other stock counts for items used in the packs has been adjusted accordingly. 

Fulfilling a Corporate Order (video below)

1.   Prior to importing scan Excel sheet and check for any errors.

2.   At the front of the sheet prior to importing add column ID and number from 100 onward.

3.   In Airtable on Corporate Order Form Import ensure Grid view is selected.

4.   On the Corporate Order Form Import tab click on ˅ arrow on tab.

5.   Select import data and choose import type (typically Microsoft Excel)

6.   Select file and click upload.

7.   Under Adjust your import click ‘Map Fields’

8.   Review fields to map – make sure they match up correctly. Untick any fields in Airtable you don’t want filled.

9.   Under Other Settings tick ‘Exclude first row in import’ and untick ‘Create missing select options’.

10.   Check all data is matched to the correct field.

11.   Once all updated click Import.

12.   Enter in Product Weight for each line (if there is multiple products going to one address enter the product weight of one unit). You can drag or copy and paste to put this into multiple cells.

13.   In cell Business Name enter the business name of the company the corporate order is for e.g. GFA. This will then populate the cell next to it (Order ID) with the business name and number from ID cell.

14.   Once everything is ready to go click BC Order Desk Push or BQ Order Desk Push (if you tick one you can copy this cell and then paste for all the other cells). Note: each time these are re-ticked it will re-send to OrderDesk.

15.   Order should now go into Order Desk into Corporate Orders folder.

16. Print gift messages / order invoices as required (for BQ print selecting Corporate Gift Message).

16.   Can then be sent to Starshipit for dispatch.